Personal Teller - Part Time

Financial Partners Credit Union•Costa Mesa, CA

About The Position

In this role, you will interact directly with members through the credit union’s Interactive Teller video platform, providing fast, accurate service while maintaining a professional and welcoming member experience. You will process financial transactions, answer questions about accounts and services, and help members identify solutions that support their financial needs. This position is ideal for someone who enjoys helping people, communicates confidently on camera, and thrives in a fast-paced environment where accuracy, professionalism, and strong service skills are essential.

Requirements

Associate’s degree (A.A.) from a two-year college or technical school, or one to two years of related experience and/or training; or an equivalent combination of education and experience.
Prior retail service, teller, and/or call center experience.
Ability to handle a high volume of transactions in a fast-paced video banking environment.
Comfortable, professional, and friendly when interacting with members on camera.
Demonstrated ability to analyze, reason, problem solve, and prioritize work independently.
Ability to communicate complex financial information clearly to members with varying levels of financial knowledge.
Ability to learn and operate multiple software applications simultaneously, including Microsoft Office, video banking systems, and credit union processing systems.
Ability to multi-task while working across multiple monitors and systems.
Previous banking or credit union experience required.
Strong commitment to service and delivering exemplary member service in every interaction.

Responsibilities

Accurately process member transactions including cashing checks, issuing official checks and money orders, receiving deposits, completing payments, processing withdrawals, transferring funds between shares, processing loan payoffs and paydowns, and conducting account research.
Communicate effectively with members through live video sessions, ensuring responses are clear, concise, and professional.
Identify member needs and provide appropriate solutions by presenting credit union products and services using benefit-based conversations.
Validate member identity using established credit union security procedures.
Exercise sound judgment when accepting negotiable items in order to minimize risk and prevent potential loss.
Meet or exceed productivity standards for video sessions while maintaining a high level of member service.
Balance teller transactions at the end of each work shift.
Follow all applicable credit union policies, procedures, and operational practices.
Attend training programs offered by Learning and Development or approved by department management.
Meet or exceed established sales, referral, and service goals.
Maintain consistent attendance and adhere to department break and lunch schedules.
Assist Personal Teller Team Leads with the day-to-day operation of the Personal Teller Center.
Provide approvals and overrides to Personal Tellers within established limits when assisting leadership.
Participate in routine reviews of teller sessions using observation tools to maintain service quality and professionalism.
Review daily operational reports related to approvals, dormancy, and overrides.
Assist with ensuring department policies, procedures, and practices are followed.
Handle escalated member concerns when necessary, including fee reversals, check hold decisions, and service issues.
Resolve member service complaints both verbally and in writing.
Identify operational inefficiencies and provide recommendations to Personal Teller Center Leadership.